Integrable with stacks like Orion, Addepar, and Black Diamond.
Search the connections.
The list below is the published institution coverage. Search it by name, or narrow it to a country or to the private banks and custodians.
7,681 to 7,728 of 10,268
- Republic Bank of ArizonaUnited States
- Republic Bank of Chicago - BusinessUnited States
- Republic Bank of Chicago - Personal Online BankingUnited States
- Research 1166 Federal Credit UnionUnited States
- Resolute BankUnited States
- Resound Credit UnionUnited States
- Resource BankUnited States
- Resource Bank - BusinessUnited States
- Resource Bank - PersonalUnited States
- Resource Management, IncUnited States
- Resource One Credit UnionUnited States
- Responders Emergency Services Credit UnionUnited States
- Restoration Hardware - Credit CardUnited States
- Resurrection Credit Union - Online BankingCanada
- RetirableUnited States
- Retirement Gold OnlineUnited States
- Retirement Plan Consultants - Plan ParticipantUnited States
- Retirement StrategiesUnited States
- Retirement Strategies GroupUnited States
- Rev Federal Credit UnionUnited States
- Revelstoke Credit UnionCanada
- Revere Bank - BusinessUnited States
- Revity Credit UnionUnited States
- Revity Federal Credit UnionUnited States
- RevolutAustria, Belgium, Switzerland, Czechia, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Ireland, Italy, Lithuania, Latvia, Netherlands, Norway, Poland, Portugal, Sweden
- ReylSwitzerland
- Rhinebeck BankUnited States
- RhoUnited States
- Rhode Island Credit UnionUnited States
- Rhodes Securities IncUnited States
- RIA Federal Credit UnionUnited States
- Richland County BankUnited States
- Richland Credit UnionUnited States
- Richland State BankUnited States
- Richmond Heritage Federal Credit UnionUnited States
- Richton Bank and Trust Co.United States
- Ridge View BankUnited States
- Ridgedale Federal Credit UnionUnited States
- Ridgeline Credit UnionUnited States
- Ridgewood Savings BankUnited States
- Riegel Federal Credit UnionUnited States
- Riley State BankUnited States
- Ringkøbing LandbobankDenmark
- Rio Bank - Cash ManagementUnited States
- Rio Bank - Personal/BusinessUnited States
- Rio Blanco Schools Federal Credit UnionUnited States
- Rio Grande Credit UnionUnited States
- Rio Grande Federal Credit UnionUnited States
List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.
Four kinds of connection, one record.
Wealth does not sit in one place, so the record cannot be built from one kind of feed. Each of these arrives on its own schedule and is reconciled into the same book.
Custodians
Daily positions and transactions from the brokerages and trust companies holding the liquid book, reconciled against the statement rather than trusted on arrival.
Private banks
International banking relationships across thirty countries, including the Swiss, Liechtenstein, and Monaco institutions that most reporting tools ask you to key in by hand.
Fund administrators
Capital calls, distributions, and quarterly statements collected from administrators, so a NAV lands in the record without anyone opening a PDF.
Direct and held-away
Operating companies, real estate, and the accounts nobody has a feed for, maintained by a named team rather than left as a stale line item.
It fits the stack you already run.
Abacus is not asking your team to move. The record it maintains is pushed back into the platforms your firm already reports from, so nobody rekeys a position to produce a statement.
- Orion
- Addepar
- Tamarac
- Black Diamond
Outbound feeds are configured during onboarding and run on the same schedule as the inbound ones.
What operations teams ask.
- What access does a connection use?
- View-only credentials, always. Abacus has no trading authority and no money movement authority on any account it reads.
- How long does connecting take?
- One month from signature to full integration, with all history backfilled and reconciled.
- What happens when an institution is not on the list?
- It gets added, or it is maintained by hand. The published list covers the connections available through our aggregation partners, and a named team keeps the rest of the book current alongside them.
- Does an outbound feed replace our reporting platform?
- No. Orion, Addepar, Tamarac, and Black Diamond stay where they are. Abacus keeps the positions inside them current, which is the part your team is doing by hand today.
See it against your own custodians.
Bring the list of institutions your book actually touches, and we will walk through what connects, what is maintained, and what the first month looks like.